$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Jackson National Life
- Clients
- Retail
- Platforms
- Unison bridge
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
111 West Jackson Blvd STE 1700 Chicago IL
About Lake Jericho, LLC
Lake Jericho, LLC is a Chicago-based RIA serving retail clients with an education-first approach to financial decisions. The firm provides financial and investment planning across wealth, tax, retirement and estate needs, and builds portfolios with active asset allocation and risk management, using ETFs as a core vehicle; custody includes Interactive Brokers.
Team overview
58 AVG AGE
$31.7M AVG AUM / ADVISOR
$434.0K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Peak signal Horizon horizon Radial Timber
Custodian
Bridge Prime timber Glacier
Investment Themes
Foundation Value focus Eagle ember
Investment Vehicles
Focus zenith
Services
Vital north Vertex Summit Unison wave Vertex capital Signal element Horizon Wave alpha
Technology
Pioneer
Owner & Executives
A
ALVIN F WALKER JR.
Chief Executive Officer, FOUNDER, Owner, President
- CRD
- #4070410
- Ownership
- 75% or more
(449) 671-3152
catalyst.unison@meridiancapital.com
in linkedin.com/in/optima-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,683,463 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,683,463 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,683,463
Equity - Exchange:
35.0% Cash:
26.3% U.S. Government/Agency:
38.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,770,169,040 | 35.0% |
| Cash | $1,330,155,593 | 26.3% |
| U.S. Government/Agency | $1,957,301,195 | 38.7% |
| Total | $5,057,625,828 | 100.0% |